What should you include in your meeting templates, and how should you write them? Advisors have unique workflows, and new tech shouldn’t force a change in routine. Instead, AI-powered tools should adapt to fit within advisors’ established processes. At Vega Minds, templates are communicated in plain text, or “soft coding” as we like to use, which opens a lot of possibilities because advisors are really able to instruct Vega here. Templates will drive the output by guiding Vega. This is what makes it powerful and very flexible. Two ways to approach meeting templates 1️⃣ Focused and gated template focusing on some categories Most users set up templates that pre-define categories to capture and organize specific details. This approach helps advisors keep key details in focus. 2️⃣ Flexible and open template giving more freedom On the other hand, advisors can let Vega improvise a lot more and get something more GPT-like by using a less structured template. This is not the most common way to set up your templates, but we’ve seen it done! With the right template, advisors can ensure that every meeting is backed by the information that matters most. What’s your preferred approach? What categories would you want in your templates? Let’s share ideas! #PromptEngineering #FinancialAdvisor #AI
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As advisors, we've spent years perfecting our own meeting notes and follow-up templates. They're the result of hard work, trial, and error—and they hold real value. Sometimes, all we need is a tool to feed into these templates, not reinvent the wheel. With Vega Minds | AI Associate Advisor, you can now "soft code" your outputs to fit the way you already work.
What should you include in your meeting templates, and how should you write them? Advisors have unique workflows, and new tech shouldn’t force a change in routine. Instead, AI-powered tools should adapt to fit within advisors’ established processes. At Vega Minds, templates are communicated in plain text, or “soft coding” as we like to use, which opens a lot of possibilities because advisors are really able to instruct Vega here. Templates will drive the output by guiding Vega. This is what makes it powerful and very flexible. Two ways to approach meeting templates 1️⃣ Focused and gated template focusing on some categories Most users set up templates that pre-define categories to capture and organize specific details. This approach helps advisors keep key details in focus. 2️⃣ Flexible and open template giving more freedom On the other hand, advisors can let Vega improvise a lot more and get something more GPT-like by using a less structured template. This is not the most common way to set up your templates, but we’ve seen it done! With the right template, advisors can ensure that every meeting is backed by the information that matters most. What’s your preferred approach? What categories would you want in your templates? Let’s share ideas! #PromptEngineering #FinancialAdvisor #AI
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Could your business be running smoother? 🤔 Guidde is THE solution for lightening your workload! 🚀 Guidde is an AI-powered tool that can turn any process into a simple video tutorial in minutes, helping your team learn and adapt effortlessly. With its user-friendly interface, you can quickly create visual guides that enhance collaboration and streamline your operations. Check it out now and see how you could use Guidde to transform your workflow: https://lnkd.in/eHyqyqMR #artificialintelligence #ai #training #workflow
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This is how to turn fear into confidence with Gen AI. ↳ Your company needs L&D to make this successful. This week, 3,500 + L&D pros explored How To Get More People Adopting AI at Work To Build Modern Skills in my Kyle S. These Thoughts! newsletter. Get your tea or beverage of choice ready 🍵. We've got lots to discuss! We get into the detail with: 1. L&D is the superhero AI at work needs 2. Creating accessible learning moments for all 3. Intelligent skill-building strategies to navigate AI Wanna learn about this too? Join us ↓ 🔗 https://lnkd.in/erSm6Zsp #learninganddevelopment #education #artificialintelligence
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Glitter AI: Turning Any Process into a Step-by-Step Guide. In today's fast-paced world, knowledge sharing is crucial for success. Whether you're onboarding new employees, training customers, or simply helping your mom navigate a new technology, clear and concise instructions are essential. This is where Glitter AI comes in, offering a revolutionary solution to turn any process into a step-by-step guide in seconds. Glitter AI empowers you to create interactive guides with ease. Simply click and speak, and the platform will automatically transform your spoken instructions into a visually appealing and user-friendly guide. This eliminates the need for complex software or tedious manual documentation. Imagine being able to create a guide on how to use a new software program, troubleshoot a common issue, or even explain a complex financial concept, all within minutes. Glitter AI makes it possible, allowing you to share knowledge efficiently and effectively. The platform's intuitive interface and user-friendly design make it accessible to anyone, regardless of their technical expertise. Whether you're a seasoned professional or a tech novice, you can easily create and share guides that are engaging and informative. **Benefits of Using Glitter AI:** * **Effortless Guide Creation:** Create guides quickly and easily by simply clicking and speaking. * **Interactive and Engaging:** Keep users engaged with interactive elements and visual aids. * **Efficient Knowledge Sharing:** Share knowledge with colleagues, customers, or anyone else in need. * **Time-Saving:** Save time and effort compared to traditional documentation methods. * **Accessible to All:** User-friendly interface makes it accessible to everyone. Glitter AI is a game-changer for anyone who wants to streamline knowledge sharing and make complex processes easier to understand. Visit [https://lnkd.in/eRkh8tsX) today and discover how this innovative platform can revolutionize your communication and training efforts. https://www.glitter.io/
Glitter AI
glitter.io
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You know what's funny about AI roadmaps? Everyone thinks they need some fancy 50-page strategy document. They don't. Here's what actually matters: 1. Know your current problems 2. Pick ONE thing to fix 3. Test it fast That's it. I see businesses overthinking this every single day. They spend months planning. They hire expensive consultants. They create beautiful PowerPoint decks. Meanwhile, their competitors are already testing and learning. Stop planning. Start doing. The best AI roadmap is the one you can change tomorrow. p.s. Want to learn exactly how to implement AI in your business? I've got something that might help... Join here → https://lnkd.in/dd5meN7v
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How can you use AI and not waste your budget? 🤔 Since 2022, AI has been changing the game, making things smarter and easier to use. But how can you use artificial intelligence and be sure it will help reshape your business? There’s a useful tool for that – AI Project Canvas ( 🔗 grab your PDF with the canvas from the link in the comment section). 👉 It’s a strategic compass that leads firms to more accurate operations planning from idea to deployment. 👉 It includes machine learning stages, such as data preparation, model training, evaluation, and iteration. 👉 It’s your ally who ensures each phase of building a digital product is aligned with your business demand. The framework fosters collaboration between analysts, developers, and everyone involved, turning the multifaceted challenges of AI into clear, executable steps. To get a tangible result from working with AI in product development requires strategic thought, collaboration, and insight into business problems – qualities that set new market standards for building products. Moreover, AI and ML offer business owners a competitive edge by creating products that stand out and offer a better user experience. Currently, along with my team, I run a survey on ten new AI and ML features for diagrams and graphs. If you’d like to see our ideas, fill out our 11-question survey – features descriptions and demos included: 👉 https://lnkd.in/d5evKhGg I'd love to hear your feedback. It will take ten minutes. #AI #softwaredevelopment #datavisualization
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🤖 Do you want to learn how to create your own AI assistant? Don't miss out on this morning's DVT Insights Webinar at 11:00 SAST! Anton Keyter will share his expertise in crafting AI assistants for real-world applications. Register here: https://lnkd.in/ds7SxNkM #event #webinar #AI #assistant #howto
How to craft tailored AI assistants for real-world applications
eventbrite.co.uk
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Think AI assistants are just about asking questions and hoping for the best? Think again. 🪄 The real magic lies in how you guide them. Here’s why prompt engineering is critical: • It defines what the AI understands. • It ensures consistent, repeatable outcomes. • It transforms AI assistants from "nice-to-haves" into indispensable allies for your business. Whether you’re generating leads, analyzing data, or automating tasks, the right prompts will provide the full potential of AI. Pro tip from Patryk Szczygło: treat prompts like product design. Refine, iterate, and perfect. Your business results will thank you. Check out our ebook for more tips: https://lnkd.in/dvWBEwfP
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If You Do It Twice, It's a Process AI loves a process. This post from Rachel reminded me of how I've approached work for years. If I did anything more than once, I built a process or templated it. I'd rather do nothing than waste my time going over the same ground, so I always looked to economize my effort. I started working like this as a paperboy. Getting up at 5 AM, six days a week, as a teen was hard, but the money was my own. Whenever a new customer was added, I mentally remapped my route, running my options as factored them into my approach. I saw saving as little as 30 seconds as worth it because I hated having to double back if I could avoid it. Sometimes the solution was a complete reorganization of the route, but I did it. What I didn't realize is this also taught me not to be a slave to a process. I've worked that way ever since. Process thinking made adopting AI simple. I already saw tasks as workflows. As Rachel points out, even if you break your tasks down and discover AI doesn't fit, it's worth the effort. Why? Two reasons: 1) AI might not work for your process today, but in six months the answer might come along, and you'll be ready. 2) Learning to look at work as a process with discrete steps helps visualize where AI could fit. If you do it twice, it's a process. If it's a process, it has steps, and any one of those steps is ripe for generative AI. #AIadoption #GenAI #ChatGPT
CEO at DiviUp Agency • Hit your agency's growth goals by working AI-first. Creator of the AI Playbooking Method • Ex-FB Data Scientist & Founder
Everyone should try delegating to AI this year. Even if it's just one repetitive task. We delegate everything via a method we call AI Playbook-ing: - Write out the context that a new hire would need to understand to do the work - Outline the steps you take, both strategic and tactical - Double click into one step, build templates, explain decision making framework, set success criteria - Give it to AI The worst outcome? You spend a few hours writing and realize your process isn't as clear as you thought, then go back to doing things the old way. Regardless, you'll learn.
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